FLOYD CAPITAL MANAGEMENT
  • FLOYD CAPITAL MANAGEMENT
  • BENJAMIN JOSEPH FLOYD
  • FLOYD, BENJAMIN JOSEPH

Adviser Profile

As of Date 01/14/2026
Registration SEC, Approved, 08/31/2001
Other registrations (1)
ADV Location TEXARKANA, TX, United States
Contact Info 903 xxxxxxx
AUM* 213,518,171 -4%
of that, discretionary 198,905,397 -11%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 693,241 -16%
% High Net Worth 71.75% -14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

223M 191M 159M 127M 95M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78462F103 Stock NameSPDR State Street Global Advisors $ Position$131,506,944 % Position100.00% $ Change1240.00% # Change1067.00%